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Disclosery

Realta Investment Advisors: FPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Realta Investment Advisors on FPE, newest first. How the timeline and the estimate are built.

Realta Investment Advisors held 28,152 FPE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,152 shares
    Change vs previous 13F +8,926 shares

    0.14% of the 13F portfolio, value $479,996.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,226 shares
    Change vs previous 13F -367 shares

    0.11% of the 13F portfolio, value $343,757.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 19,593 shares
    Change vs previous 13F +1,656 shares

    0.12% of the 13F portfolio, value $347,774.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 17,937 shares
    Change vs previous 13F +17,937 shares

    0.11% of the 13F portfolio, value $326,810.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -17,734 shares

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-06-30
    13F 17,734 shares
    Change vs previous 13F -524 shares

    0.12% of the 13F portfolio, value $315,674.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 18,258 shares
    Change vs previous 13F +864 shares

    0.15% of the 13F portfolio, value $321,155.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 17,394 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $309,604.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).